Regional Vice President of Sales (Great Lakes) About the Company Dynamic independent money management firm Industry Financial Services Type Privately Held, Private Equity-backed Founded 1979 Employees 5001-10,000 Categories Marketplaces Financial Services Investment Management Consulting & Professional Services Asset Management Brokerage Finance Fisher Investments Investing Investment Advisor Investment Banking Investment Services Ken Fisher Portfolio Management Private Client Group Retirement Trusts Financial Advisers Insurance Specialties financial services portfolio management investment advice retirement planning and retirement investment planning Business Classifications Marketplace B2B About the Role The Company is seeking a Regional Vice President of Sales to join their team. This role is dedicated to presenting the company's wealth management solutions to high-net-worth prospects within a designated territory. The successful candidate will be responsible for converting prospects to clients, engaging in in-depth financial evaluations, and educating on the various offerings. The position is 100% sales-focused, with no cold calling, as qualified lead flow is provided. The role requires a home office setup with the expectation of meeting prospects face-to-face or virtually within the local territory. Applicants for the Regional Vice President of Sales position at the company should have a minimum of 5 years' experience in financial services, with a preference for those holding a FINRA Series 65 or a combination of FINRA Series 7 and 66. A proven track record of success in a sales-driven environment, particularly in high-volume phone activity and in-person meetings, is essential. The role demands a professional who is adept at advanced phone sales techniques, finance, capital markets, and portfolio management. The company values a candidate who is passionate about putting clients first and is dedicated to the purpose of bettering the investment universe. Hiring Manager Title Director of Sales Travel Percent Less than 10% Functions Sales/Revenue Account Management/Optimization